Build resilient portfolios
Managing frequent bouts of market volatility is crucial for pension funds, insurers and all institutional investors in order to avoid a negative impact on future returns, funding levels or solvency ratios.
The lifeboat economy: Implications of a fracturing world order
Our experts identify potential growth opportunities, and favourable outlooks for some traditional equities and global alternatives, as large economies race to build their own energy, food, semiconductor, technology and infrastructure hubs.
2023 Long-Term Capital Market Assumptions
The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010. After a year of turmoil and the unwind of market dislocations, asset return forecasts move close to their long-term equilibrium – effectively “back to par.